Jeanette Lucas is a CFP® with 16 years of industry experience and has been with Condor Capital Management since 2005. She is based in Martinsville, NJ, and holds a Series 65 credential. Condor Capital Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management, financial planning, and pension consulting, utilizing a range of investment vehicles and employing AI tools alongside human oversight.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

Daniel Long is a CFP® with nine years of industry experience. He is affiliated with Mendham Capital Management, Inc. and has been with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily offers written financial plans, modular consulting, and specialized services such as cost-basis accounting and support related to divorce and estate administration, operating through hourly and flat-fee engagements rather than discretionary portfolio management.

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Ryan Toohers is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Carapace Financial Advisors LLC since 2023, with prior roles at J O Hambro Capital Management, InTandem Capital Partners, and Villanova University. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies that combine diversified collateral portfolios with exchange-listed options to seek defined downside protection and targeted upside participation.

Kerry Mellott is a financial advisor with Mendham Capital Management, Inc. in Basking Ridge, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Mendham Capital Management and affiliated Raymond James entities since 2014. Mendham Capital Management, Inc. is a registered investment adviser providing financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers non-discretionary advice across equities, fixed income, mutual funds, and ETFs, focusing on hourly, flat-fee, and retainer-based engagements rather than percentage-of-assets billing.

Nancy Mulvey is a CFP® professional with 11 years of industry experience. She has been with Heritage Financial Counselors, LLC since 2017 and also maintains a role at LPL Financial, LLC since 2012. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning, investment management, and consulting. The firm’s investment advice is tailored to client goals and risk tolerance, primarily utilizing exchange-traded funds and low-cost mutual funds, and is notable for its emphasis on non-discretionary management and specific limits on certain strategies.

Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Caroline Tanis is a financial advisor at The Wealth Boutique with eight years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America and Merrill Lynch, and she also founded Tanis Financial Group, LLC, which offers budgeting and debt payoff strategy sessions and educational content. The Wealth Boutique is a team of seven advisors providing financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm uses a financial-planning-led, holistic approach that incorporates both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance.

Michael Williams is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Prestige Wealth Management Group, LLC and has prior experience at Wells Fargo and Triad Advisors. In addition to his advisory role, he serves as managing director of Prestige Wealth Accounting Group and works as an independent insurance agent. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and operates a formal wrap fee program, with affiliations that include an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC in Bridgewater, NJ. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS Financial Services Inc. Prior to joining Paradigm, he worked with LPL Financial LLC. Paradigm provides discretionary investment management and financial planning services to individuals, high net worth clients, families, trusts, estates, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to construct customized portfolios with institutional mutual funds, ETFs, individual equities, and bonds, offering ongoing wealth management and tailored financial plans.

Kofi Kodua is a financial advisor at Clean Yield Asset Management with a Series 65 designation and experience spanning roles at KeyTranche, Inc., Allianz Global Investors, and Sound Harbor Partners. He has been with Clean Yield Asset Management since 2024. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm uses detailed exclusionary screens and integrates financial analysis with client-specific social criteria, offering services such as retirement plan rollovers and alternative impact investments.

Andrew Koltunowicz is a financial advisor at Paradigm Investment Advisory, LLC with 13 years of industry experience. His prior roles include positions at Macquarie Investment Management Business Trust and Delaware Investments. He holds Series 65 and Series 66 licenses and also provides administrative support to Paradigm Investment Advisory, LLC. Paradigm Investment Advisory offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm focuses on customized, primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Thomas Mccabe is a financial advisor with Alliance Wealth Management Group, LLC, holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has been with Alliance Wealth Management Group since 2014 and also works with Purshe Kaplan Sterling Investments. Outside of advising, he serves as an adjunct professor teaching accounting at Rider University and is CEO of a holding company that advises businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm’s investment approach emphasizes fundamental analysis and asset allocation based on Modern Portfolio Theory, implementing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Andre Rapoport is a CFP®-certified financial advisor with three years of industry experience, currently working at Ibex Wealth Advisors, LLC. Prior to joining Ibex Wealth Advisors, he held roles at CrossCountry Mortgage, LLC, 42 Growth Strategies, and was affiliated with Ramapo College of New Jersey. Ibex Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a range of strategies including derivatives and structured products.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 23 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinated implementation through clients’ professional advisors, with an investment approach focused on longer-term allocations using mutual funds and ETFs alongside selective use of independent managers and tactical trades.

Joseph Barrios is a financial advisor at Heritage Financial Counselors, LLC with a Series 65 designation and nine years of industry experience. His work history includes roles at Fiduciary Trust Company International, The Fortez Group, and a position at the University at Buffalo. Heritage Financial Counselors serves individuals, couples, families, and high-net-worth clients with comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily invests in exchange-traded funds and low-cost mutual funds, delivering advice mainly on a non-discretionary basis with client consent required for transactions.